← All themes Housing & Home Improvement

Homebuilders

Homebuilders buy land, build houses, and sell them, which makes land bought years earlier the main driver of margin. Volumes follow mortgage rates with a lag.

45 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
776	GCM Glendon Capital Management Santa Monica, California	$4.27M	$0	1	0.42%	Maintained
777	RPA Rock Point Advisors Burlington, Vermont	$4.26M	-$3.04M	1	1.45%	Reduced
778	Mount Yale Investment Advisors Denver, Colorado	$4.24M	-$127K	2	0.48%	Reduced
779	MYAM Meiji Yasuda Asset Management Tokyo, Japan	$4.22M	-$109K	4	0.22%	Reduced
780	Level Four Advisory Services Dallas, Texas	$4.16M	+$1.19M	5	0.27%	Increased
781	Shelton Capital Management Denver, Colorado	$4.16M	+$770K	4	0.17%	Increased
782	Larson Financial Group St Louis, Missouri	$4.16M	+$166K	9	0.45%	Increased
783	PEAK6 Investments Chicago, Illinois	$4.14M	-$5.59M	7	0.02%	Reduced
784	TA Tectonic Advisors Frisco, Texas	$4.13M	+$350K	3	0.56%	Increased
785	CL CIM LLC Albany, New York	$4.1M	+$431K	3	0.81%	Increased
786	MSWM Mader & Shannon Wealth Management Kansas City, Missouri	$4.09M	-$71.7K	1	2.7%	Reduced
787	PP PDT Partners New York	$4.09M	+$1.2M	3	0.55%	Increased
788	WDL Well Done LLC Holland, Michigan	$4.09M	+$3.93M	1	0.88%	New
789	ATC Argent Trust Co Nashville, Tennessee	$4.08M	+$241K	3	0.26%	Increased
790	SCM Silvant Capital Management Atlanta, Georgia	$4.07M	$0	1	0.27%	Maintained
791	BRM Boston Research & Management Manchester, Massachusetts	$4.07M	+$37.2K	1	1.21%	Increased
792	Metis Global Partners San Diego, California	$4.05M	+$807K	6	0.26%	Increased
793	CCM Consolidated Capital Management Burbank, California	$4.05M	+$469K	1	2.18%	Increased
794	EGI EAM Global Investors Solana Beach, California	$4.05M	+$3.75M	1	1.14%	New
795	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$4.03M	-$84.2K	1	1.45%	Reduced
796	ACP Aveo Capital Partners Englewood, Colorado	$3.98M	+$1.26M	1	0.53%	Increased
797	WIS Wright Investors Service Shelton, Connecticut	$3.97M	+$2.11M	2	1.13%	Increased
798	CIM Corbyn Investment Management Lutherville, Maryland	$3.91M	-$25.4K	1	1.57%	Reduced
799	PCM Portolan Capital Management Boston, Massachusetts	$3.88M	-$3.84M	1	0.37%	Reduced
800	EP EPIQ Partners Minneapolis, Minnesota	$3.88M	+$32.3K	1	2.67%	Increased